June & July 2022

Simplicity News

Simplicity welcomes Ken McGee to the Executive Team. Ken will lead integrations, working with each current and future partner office.

Simplicity acquires its 37th company – Eagle Team – and welcomes five new partners: John Baker, Steve Buller, Chad Castle, Greg Gall, and Chris Lester.

Upcoming Events

Next 30 Days

June 16

Recruiting Event


June 20

Offices Closed for Juneteenth

*select offices; see your manager to confirm your office’s schedule

June 21

Life Premier Carrier Webinar


June 23


Register Here

June 30


Register Here

July 4

Offices Closed

July 21


Register Here

July 28-29

Live Event (SOLD OUT)


Next 60+ Days

August 9

Life Premier Carrier Webinar


August 23-24

Allianz Life Event at Allianz HQ


August 25


September 5

Offices Closed

Social Media

Simplicity is pleased to share downloadable holiday graphics for each employee’s use on their personal LinkedIn pages.

View the Gallery Here

As always, feel free to like and share posts from Simplicity Group’s main page.

Job Postings

Know someone great who wants to be part of a growing company filled with amazing talent? Send them to the JOBS section of our LinkedIn…

Visit Our LinkedIn JOBS Page

IT Center

Reminder: It is against company policy and a security violation to share email passwords, to give your team member access to your computer/email, to work out of your team member’s email/computer. Additionally, computers are required to be locked when employees are not at their workstations.


Please reach out to:

Email [email protected]
Inside Simplicity Ext 1000
Outside Simplicity 201-987-4454


Simplicity’s 2022 Annual HR & Compliance Training must be completed by August 1.

  • Log into and select the HUMAN RESOURCES tab. Under TRAINING, click on WEBSITE which will take you to the Paychex/Oasis Skillport eLearning Center.
  • For questions, reach out to Samantha Boehm.


FINRA & SIPC Phishing Campaigns

There is an ongoing phishing campaign that involves fraudulent emails purporting to be from FINRA and using either the domain name “” or “”. Neither of these domains is connected to FINRA and firms should delete all emails originating from these domain names.

The email states:

Dear Name,

I hope you are doing well.

We sent a secure email on a confidential FINRA notice a moment ago to your email ( I’m just making you received the email (please check your junk or spam email to be sure)

Kindly follow the instructions in the notice and submit the required information on this case as soon as you can.


Member Assessments • Cases Team Lead
The Financial Industry Regulatory Authority
1735 K Street,
NW Washington, DC 20006

FINRA reminds firms to verify the legitimacy of any suspicious email prior to responding to it, opening any attachments or clicking on any embedded links.

FINRA has requested that the Internet domain registrar suspend services for “” and “”.

For more information, firms should review the resources provided on FINRA’s Cybersecurity topic page, including the Phishing section of our Report on Cybersecurity Practices – 2018.